TWP
TFO Wealth Partners Portfolio holdings
AUM
$568M
This Quarter Return
+6.09%
1 Year Return
+18.07%
3 Year Return
+49.56%
5 Year Return
+65.89%
10 Year Return
–
AUM
$260M
AUM Growth
+$260M
(+2.2%)
Cap. Flow
-$7.83M
Cap. Flow
% of AUM
-3.02%
Top 10 Holdings %
Top 10 Hldgs %
94.4%
Holding
202
New
65
Increased
15
Reduced
24
Closed
49
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$3.35M |
| 2 |
Apple
AAPL
|
$738K |
| 3 |
SPDR Gold Trust
GLD
|
$105K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$70.3K |
| 5 |
Microsoft
MSFT
|
$23.2K |
Top Sells
Sector Composition
| 1 | Technology | 0.6% |
| 2 | Financials | 0.44% |
| 3 | Communication Services | 0.39% |
| 4 | Healthcare | 0.27% |
| 5 | Consumer Discretionary | 0.25% |
